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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,477 | $180,466+2.2% | $154,114+19.7% | $135,382+36.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.03% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $11,214 | $6,035+85.8% | $5,298+111.7% | $4,779+134.7% |
| Participant deferral / active EE | $8,415 | $5,806+44.9% | $5,081+65.6% | $5,609+50.0% |
| Admin fee / account holder | $9,881 | $16,144-38.8% | $13,411-26.3% | $10,829-8.7% |